Our Team

VILAYPHONE (VIOLET) SMITH | PRESIDENT B.A. (Econ), CPA, CGA, CFP, CLU, CHS

Violet joined Investaflex in 1997 right out of Simon Fraser University. She has assumed many roles in Investaflex including administrative assistant, technical consultant, vice president and now president. Violet firmly believes that the success of any business transition depends on good planning, the education and training of the successor, and the support and willingness of the business owner to hand over the reins. Violet received first-hand experience of being a business successor when the founder of Investaflex, Malcolm Ross, became ill in 2015. Through Malcolm’s support and mentorship, Violet is continuing the business and is well positioned to assist any business transitions from both a planning as well as counselling perspective.

 

It is not all work for Violet as during her spare time she enjoys getting together with her multicultural family (as she and her four sisters all married from different nationalities) for authentic Laotian food and good times. She also enjoys travelling and exploring new cultures with her husband and son who was born in 2010.

 

PROFESSIONAL DESIGNATIONS & MEMBERSHIPS

  • Bachelor of Arts (Economics) – Simon Fraser University
  • Certified Financial Planner, CFP, Financial Planners Standards Council
  • Chartered Life Underwriter, CLU, The Institute
  • Chartered Professional Accountant, CPA/ Certified General Accountant, CGA
  • Certified Health Insurance Specialist, CHS, The Institute
  • Advocis
  • Canadian Tax Foundation

CONTACT VIOLET

Telephone | 604.688.7208
Email | vsmith@zlc.net

IP-SUM (SAM) TSE | SENIOR CONSULTANT Family Office Planning Services
BBA, CFP

Sam is an experienced ex-Hong Kong banker who has completed the insurance and mutual funds licensing examinations, as well as completing the CFP curriculum within two years. Sam is a computer specialist and works extensively with the company’s proprietary tax structured wealth management software and systems. Sam has worked at Investaflex since 1995 and leads our work with Cantonese and Mandarin speaking clients.
Sam enjoys playing badminton, reading and travelling with his family.

 

PROFESSIONAL DESIGNATIONS & MEMBERSHIPS

  • Bachelor of Business Administration
  • Certified Financial Planner, CFP, Financial Planners Standards Council

CONTACT SAM

Email | sam@investaflex.com

CHANTEL GIBBS | TECHNICAL CONSULTANT
B.Sc, B.A., CPA, CGA

Chantel is a Chartered Professional Accountant who joined the Investaflex team in 2016. She does tax research and creates plan projections and tax estimations for clients. She is a whiz with numbers and enjoys going through different tax scenarios. Chantel holds a B.Sc in Chemistry and a B.A in Business Administration from Trinity Western University. Before joining Investaflex, she articled in two accounting firms and worked for a year as an administrator in the investment industry.

 

When not working and doing professional development, Chantel enjoys going out for walks, reading, playing games, and hanging out with friends and family. She volunteers at her local church and is also an accomplished pianist.

 

PROFESSIONAL DESIGNATIONS & MEMBERSHIPS

  • Bachelors of Art in Business Administration – Trinity Western
  • Bachelors of Science in Chemistry – Trinity Western
  • Chartered Professional Accountant, CPA/ Certified General Accountant, CGA

CONTACT CHANTEL

Telephone | 604.688.7208
Email | cgibbs@zlc.net

MARK PONTER | BUSINESS DEVELOPMENT
LLB (Hons)

Mark is a law graduate with 25 years of business and institutional investment experience including broking derivatives, credit instruments and emerging market debt. Mark has worked in London, Hong Kong, Tokyo, Singapore and New York, and for family reasons has recently chosen to settle in Vancouver. Mark has been appointed Senior Vice President, Family Office Advisory Services. He will work closely with Violet Smith in developing the service and product offerings to be included through the virtual family office and in working with client families to optimize their value from the VFO. Mark will be an integral part of the Family Office Investment Committee and brings to the table a network of institutional connections and valuable market intelligence resources.

 

Mark was born and brought up in Zimbabwe and runs, Sikeleli Africa Safaris, a family-owned business that specializes in individually-tailored luxury travel in Africa. As the holder of an LLB, he is responsible for all legal and financial aspects of the business.

 

PROFESSIONAL DESIGNATIONS & MEMBERSHIPS

  • Bachelor of Laws with Honours (LLB(Hons))

CONTACT MARK

Mark will continue as the CEO of Sikeleli Africa Safaris, to contact him please call 604.281.3274 or email him at mark@sikelelisafaris.com

CATHERINE YOON | OFFICE MANAGER
BDes

Catherine is the Office Manager and is responsible for ensuring the office runs like a well-oiled machine. She manages the administrative needs of the team members through all stages of the planning process. Her strong work ethic and attention to detail makes her a valuable asset to the team’s success. Catherine holds a Bachelor’s degree in Communication Design from the Emily Carr University of Art + Design. Before joining the Investaflex Financial Group she worked at several graphic designer firms in Vancouver.

 

She had her first art show at the Vancouver Art Gallery at the age of nine, rode her bike down to Mexico and has jumped out of two perfectly good airplanes. In her spare time she can be found running along the seawall or lifting ridiculously heavy things at Crossfit.

 

PROFESSIONAL DESIGNATIONS & MEMBERSHIPS

  • Bachelor of Communication Design – Emily Carr University of Art + Design

CONTACT CATHERINE

Catherine is continuing on with her graphic design career if you need to contact her email catherine@cydcreative.com or visit www.cydcreative.com